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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,756 | $82,630-54.3% | $64,105-41.1% | $125,388-69.9% |
| Participation rate | 64.7% | 75.9%-11.1pp | 68.2%-3.5pp | 83.2%-18.5pp |
| Annual return | -4.93% | 1489.72%-1494.7pp | 791.24%-796.2pp | 282.24%-287.2pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,954 | $3,608-45.8% | $2,822-30.7% | $5,352-63.5% |
| Admin fee / account holder | $3,378 | $6,382-47.1% | $4,499-24.9% | $9,541-64.6% |